| 1 | MORGAN STANLEY | $52.6M | 9.2M | Added |
| 2 | Allspring Global Investments Holdings, LLC | $34.4M | 6.0M | Trimmed |
| 3 | Karpus Management, Inc. | $13.4M | 2.3M | Added |
| 4 | LAZARD ASSET MANAGEMENT LLC | $10.5M | 1.8M | Added |
| 5 | Waterfront Wealth Inc. | $10.3M | 1.8M | Added |
| 6 | Invesco Ltd. | $7.3M | 1.3M | Added |
| 7 | Baird Financial Group, Inc. | $6.9M | 1.2M | Added |
| 8 | WNY Asset Management, LLC | $6.4M | 1.1M | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $5.7M | 989,656 | Trimmed |
| 10 | Uncommon Cents Investing LLC | $4.1M | 720,402 | Added |
| 11 | WOLVERINE ASSET MANAGEMENT LLC | $4.1M | 713,596 | Added |
| 12 | Arete Wealth Advisors, LLC | $3.8M | 661,325 | Added |
| 13 | Saba Capital Management, L.P. | $3.8M | 654,822 | New |
| 14 | GUGGENHEIM CAPITAL LLC | $3.6M | 626,492 | Added |
| 15 | BANK OF AMERICA CORP /DE/ | $3.1M | 538,307 | Trimmed |
| 16 | Smith Asset Management Co., LLC | $2.7M | 478,458 | Trimmed |
| 17 | LPL Financial LLC | $2.7M | 474,916 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $2.7M | 472,146 | Added |
| 19 | FLAGSHIP HARBOR ADVISORS, LLC | $2.5M | 437,241 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $2.0M | 349,425 | Added |
| 21 | Royal Bank of Canada | $1.7M | 300,370 | Added |
| 22 | &PARTNERS | $1.7M | 289,913 | Added |
| 23 | Janney Montgomery Scott LLC | $1.2M | 215,511 | Added |
| 24 | UBS Group AG | $1.1M | 190,084 | Trimmed |
| 25 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $1.0M | 182,641 | Trimmed |